JA
ACH

JOYN Advisors’s Accendra Health ACH Stock Holding History

JOYN Advisors’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,625
Closed -$10K – 998
2018
Q4 		$10K Buy
1,625
+1,275
+364% +$13.2K ﹤0.01% 972
2018
Q3 		$6K Sell
350
-168
-32% -$2.85K ﹤0.01% 1137
2018
Q2 		$9K Sell
518
-779
-60% -$12.6K ﹤0.01% 948
2018
Q1 		$20K Buy
+1,297
New +$23.1K ﹤0.01% 670

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

JOYN Advisors's ACH Position: Q1 2019 in Review

JOYN Advisors sold out of Accendra Health (ACH) in Q1 2019, closing a stake of 1,625 shares — an estimated $10K sold.

JOYN Advisors first reported a position in ACH in Q1 2018 and held it in 4 quarters. The position peaked at $20K in Q1 2018. 187 funds tracked by Wall St. Rank hold ACH as of Q1 2019.

  • JOYN Advisors reported no remaining Accendra Health position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,625 Accendra Health shares in Q1 2019, an estimated $10K.
  • JOYN Advisors first reported a position in Accendra Health in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Accendra Health position peaked at $20K in Q1 2018.
  • 187 funds tracked by Wall St. Rank held Accendra Health as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.